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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
RIM
2926
Regent Investment Management
Louisville,
Kentucky
| $197M | +$2.4M | +1% | 2.71% | 44% | 201 | 8.96% | 1.4 |
|
| 2927 |
VFP
2927
Verus Financial Partners
Richmond,
Virginia
| $197M | +$10.4M | +6% | 1.09% | 41.6% | 45 | 4.44% | 1.5 |
|
| 2928 |
LCM
2928
Lonestar Capital Management
San Francisco,
California
| $197M | +$106M | +118% | 4.68% | 260% | 17 | 52.94% | 0.4 |
|
| 2929 |
SCM
2929
Salem Capital Management
Woburn,
Massachusetts
| $197M | -$13.5M | -6% | 0.5% | 32.3% | 72 | 8.33% | 1.7 |
|
| 2930 |
AHB
2930
Abner Herrman & Brock
Jersey City,
New Jersey
| $196M | -$706K | -0.4% | 1.76% | 139% | 92 | 15.22% | 1.4 |
|
| 2931 |
TFF
2931
The Family Firm
Bethesda,
Maryland
| $196M | +$4.23M | +2% | 0.8% | 40.2% | 114 | 8.77% | 0.2 |
|
| 2932 |
IIC
2932
Ironwood Investment Counsel
Scottsdale,
Arizona
| $196M | -$1.64M | -0.8% | 0.3% | 64% | 145 | 4.83% | 1.4 |
|
| 2933 |
TCGI
2933
Three Corner Global Investors
New York
| $196M | +$41.7M | +27% | 4.61% | 57.5% | 30 | 56.67% | 0.5 |
|
| 2934 |
CHC
2934
City Holding Co
Charleston,
West Virginia
| $196M | +$5.48M | +3% | 0.29% | 81.3% | 452 | 6.86% | 1.1 |
|
| 2935 |
IACCA
2935
IDG-Accel China Capital Associates
Central,
Hong Kong
| $196M | -$20.3M | -9% | 9% | 43% | 2 | 0% | 0.8 |
|
| 2936 |
FWP
2936
FAS Wealth Partners
Leawood,
Kansas
| $196M | +$6.55M | +3% | 2.22% | 72.3% | 108 | 12.96% | 0.9 |
|
| 2937 |
FLAM
2937
First Light Asset Management
Edina,
Minnesota
| $196M | +$19.4M | +11% | 9.15% | 364% | 69 | 14.49% | 1.1 |
|
| 2938 |
LA
2938
Lucus Advisors
New York
| $196M | -$28.3M | -13% | 1.09% | 16.7% | 380 | 33.16% | 0.2 |
|
| 2939 |
HCM
2939
HMI Capital Management
San Francisco,
California
| $196M | -$16M | -8% | 2.81% | 5.95% | 10 | 40% | 1.1 |
|
| 2940 |
PCMI
2940
Princeton Capital Management Inc
Princeton,
New Jersey
| $195M | +$14.5M | +8% | 2.22% | 57.9% | 68 | 4.41% | 1.5 |
|
| 2941 |
PG
2941
Patten Group
Chattanooga,
Tennessee
| $195M | -$10.6M | -5% | 0.7% | 88.1% | 268 | 39.18% | 0.2 |
|
| 2942 |
RA
2942
RMR Advisors
Newton,
Massachusetts
| $195M | +$8.4M | +4% | 3.06% | 2.17% | 113 | 9.73% | 1.6 |
|
| 2943 |
FL
2943
Fort LP
Chevy Chase,
Maryland
| $195M | +$69M | +55% | 9.78% | 56.8% | 53 | 16.98% | 0.2 |
|
| 2944 |
MP
2944
Mediatel Partners
Fort Worth,
Texas
| $195M | -$5.36M | -3% | 2.68% | 11.6% | 2 | 0% | 1.8 |
|
| 2945 |
FA
2945
FCG Advisors
Chatham,
New Jersey
| $195M | -$7.51M | -4% | 1.77% | 19.7% | 115 | 19.13% | 1.1 |
|
| 2946 |
MC
2946
Mathes Company
New York
| $195M | +$3.7M | +2% | 3.22% | 121% | 172 | 13.37% | 1.3 |
|
| 2947 |
ZCM
2947
Zebra Capital Management
Stamford,
Connecticut
| $195M | -$64.8M | -25% | 3.26% | 142% | 282 | 39.01% | 1 |
|
| 2948 |
UPA
2948
Union Point Advisors
San Mateo,
California
| $194M | -$44.1M | -19% | 7.55% | – | 34 | 67.65% | 0.3 |
|
| 2949 |
PVI
2949
Pura Vida Investments
New York
| $194M | -$78M | -29% | 11.7% | 38.3% | 105 | 71.43% | 0.1 |
|
| 2950 |
FFS
2950
Founders Financial Securities
Towson,
Maryland
| $194M | +$26.4M | +16% | 2.9% | 64.3% | 96 | 46.88% | 0.6 |
|